Thread 🧵👇

In investing, clarity comes from asking the right questions, not from chasing price targets.

When analyzing stocks like MLCF, don’t start with price targets. Start with sector benchmarking and let numbers tell the story.

#Investing #KSE100 #PSX Step 1: Pick a benchmark.
In Pakistan’s cement sector, the benchmark is typically the most efficient operator (higher margins, better ROIC).

#Investing #KSE100 #PSX

📊 GHGL – Financial Snapshot Q1 FY25
Strong equity base, low debt, positive cash flow. Cash & bank: Rs 3.923 bn | Equity: Rs 39.6 bn | Total Assets: Rs 52.54 bn.

#GHGL #Glass #KSE100 #PSX 💰 Revenue: Rs 9.992 bn (+10% YoY)
COGS: Rs 7.881 bn (+16% YoY)
Gross Profit: Rs 2.111 bn (-8.4%) → Gross Margin: 21.1%

#GHGL #Glass #KSE100 #PSX

🚨 TPL Properties Limited (TPLP) Q1 FY2026 Financial Snapshot 🚨
Strong profitability, low debt, modest liquidity. Let’s break down assets, equity, performance, and valuation.

#TPLP #Property #KSE100 #PSX 📊 Total Assets: Rs. 13.61B (+12.5% QoQ)

Non-Current Assets: Rs. 12.16B → long-term investments dominate

Current Assets: Rs. 1.45B
Growth driven by investments & receivables.

#TPLP #Property #KSE100 #PSX

📊 Azgard Nine Limited (ANL) FY2025 Results

A complete turnaround in cash flows, stronger earnings quality, and improved efficiency — let’s break down ANL’s full financial picture 👇

#ANL #Textile #KSE100 #PSX Financial Position

Total Assets: Rs 29.22 bn (↑2.5%)
Equity: Rs 14.80 bn (↑7%)
Liabilities: Rs 14.42 bn (↓2%)
→ Balance sheet got stronger, leverage eased slightly.

#ANL #Textile #KSE100 #PSX

🧵Let’s break down where the money moved in Pakistan’s market last week (6–9 Oct 2025) — based on NCCPL Local Investor data.
A few surprises in here 👀👇

Source: NCCLP LIPI Sector Wise (Regular Market)

#NCCLP #KSE100 #PSX 💰 Overall picture:

Locals were net buyers of ₨2.22bn (~US$7.9m).
The market stayed liquidity-supported — but the composition of flows says more than the headline. Let’s decode it 👇

#NCCLP #KSE100 #PSX

🚨 Shadab Textile Mills Ltd (SHDT) FY25 Results 🚨
The company shows solid earnings growth, margin improvement & stronger cash generation. Let’s break down the key financials, ratios & valuation vs FY24.

#SHDT #Textile #KSE100 #PSX

https://twitter.com/MeherJazibAli/status/1953154158510653694

📊 Sales (FY25): PKR 8.00bn vs PKR 7.28bn (FY24)
➕ Growth: +9.9% YoY
Strong topline despite textile headwinds.

#SHDT #Textile #KSE100 #PSX

🧵 ECOPACK LTD (ECOP) – FY25 Financials

📊 Ecopack Ltd (ECOP) closed FY25 with strong profitability, solid equity base & healthy cash generation. Share price = PKR 69.88, EPS = 7.04, ROE = 20.4%. Let’s break it down 👇

#ECOP #MISCELLANEOUS #KSE100 #PSX 💰 Revenue: PKR 7.18bn (↑15.6% YoY)
📈 Net Profit: PKR 339.8m (↑163.6% YoY)

Earnings momentum is strong, driven by higher volumes & margin expansion.

#ECOP #MISCELLANEOUS #KSE100 #PSX

🚨 Financial Position of Interloop Limited (ILP) FY2025 🚨

A deep dive into profitability, leverage, liquidity & valuation. Let’s see what the numbers say! 👇

#ILP #Textile #KSE100 #PSX

https://twitter.com/MeherJazibAli/status/1944846099887612178

💰 Sales: PKR 173.4bn

📉 Net Profit: PKR 5.38bn (down from 15.8bn in FY2024)
EPS dropped from 11.25 → 3.84.

Profitability shrank sharply.

#ILP #Textile #KSE100 #PSX

📊 Financial Position of TPL Properties Ltd (TPLP) – Deep Dive into valuation, liquidity, profitability, leverage & cash flows. Current price = PKR 10.47. Let’s see what the numbers tell us 👇

#TPLP #Property #KSE100 #PSX 💰 Book Value per Share (BVPS) = PKR 15.0
📉 P/B Ratio = 0.70x
👉 TPLP trades at a 30% discount to book value.

#TPLP #Property #KSE100 #PSX

📢 THREAD: IMAGE REIT IPO – A Comprehensive Analysis

Looking at a unique hybrid REIT combining rental income & developmental upside in prime Karachi locations. Let’s break it down. 🏢🏗️

#IMAGE #REIT #KSE100 #PSX About the REIT:

👉Managed by Sinolink REIT Management Co. Ltd
👉Incorporated: Dec 10, 2021
👉REIT License: Feb 7, 2022
👉Fund size: Initial PKR 1.838B → Target PKR 2.758B
👉Shariah-compliant hybrid REIT with developmental & rental assets.

#IMAGE #REIT #KSE100 #PSX

🧵 Weekly Company Series: Pak Elektron Limited (PAEL) – Pioneer in Power & Appliances in Pakistan

Founded in 1956, PEL is a leading manufacturer & distributor of electrical goods across Power & Appliances segments.

#PAEL #KSE100 #PSX 🏛️ Majority Shareholder: Saigol Group

👉Pakistan’s first industrial conglomerate, over 100 years old
👉Started with Kohinoor Rubbers → textile & chemical pioneer
👉Diversified into Consumer Goods, Power, Appliances, Textiles & Real Estate

#PAEL #KSE100 #PSX

📢 EMCO Industries Ltd. (EMCO) – Q3 FY25 Snapshot 💡
Is the stock at Rs. 70.07 undervalued or overpriced? Let's dive into the financials, performance, and valuation metrics 📊🔍

#EMCO #PSX #KSE100 #CableandElectricalGoods 1️⃣ 💼 Balance Sheet Strength

Total Assets: Rs. 5.84 Billion

Equity (Excl. surplus): Rs. 1.53 Billion

Revaluation Surplus: Rs. 1.50 Billion

Book Value/Share:
• Conservative: Rs. 43.67
• With Surplus: Rs. 86.40

📌 Share trades at Rs. 70.07

#EMCO #PSX #KSE100